Position Summary: Promotes a sales and service culture through coaching, guidance, and staff motivation while achieving individual and branch growth goals. Participates in community affairs and networking to increase the Credit Unions’ visibility and to enhance new and existing opportunities. Responsible for the administration and efficient daily operation including new business generation, operations, deposit and loan product sales, and overall member engagement.
Essential Functions and Responsibilities:
Collaborates with direct manager to set reasonable sales and/or retail goals.
Conducts regular staff meetings with written documentation to ensure that goals and objectives are clearly communicated with branch staff; provides guidance and leadership to enable staff to meet these goals and objectives.
Identifies training needs and opportunities; develops and implements a plan for meeting those needs.
Maintains and develops positive relationships with existing and prospective members, demonstrating excellent customer service and setting an example for other staff.
Model excellent customer service by demonstrating and holding your team accountable for developing product expertise and providing the highest levels of professionalism and courtesy to all members and staff
Conducts performance evaluations, including verbal and written communication, that are timely and constructive, providing recommendations for promotion and salary adjustment as appropriate.
Accountable for financial performance and member satisfaction – review reports and determine strategies for achieving goals, setting and maintaining expectations and holding yourself and staff accountable
Oversees the day-to-day workflow of the branch.
Ensures the branch adheres to policies, objectives and procedures including compliance, security and safety of branch
Finalize and approve monthly staff schedule accordingly
Participates in community activities to promote the organization and to build goodwill.
Hires and coaches qualified candidates for entry-level roles.
Advocate and demonstrate company brand
Other duties as assigned
Qualifications:
Associates degree and equivalent industry experience required. Bachelors degree preferred.
At least three years of experience in the branch with at least one year as an assistant branch manager highly preferred.
Fiserv Portico preferred.
Four years lending and sales experience with NMLS registration preferred.
Must be able to obtain and maintain a NMLS number and Ancillary Insurance certifications.
Familiarity with various brands of electronic devices- ability to show CFCU services on most devices .
Social with an outgoing and positive demeanor – experience in conducting financial education and literacy programs is a plus.
Excellent leadership and management skills.
Excellent sales, customer service, and interpersonal skills.
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Ability to prioritize tasks, delegating when appropriate.
Proficient with Microsoft Office Suite or related software.
Acceptable background check; credit, criminal and insurance.
Environmental Factors and Physical Requirements:
This position requires the employee to work indoors in a typical office environment. The employee must be able to read on electronic devices and printed documents. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear.
Hours: Monday through Thursday 8:45 am -5:15 pm, Friday 8:45 am -6:15 pm, Saturday 8:45 am -12:15 pm.
Location: 6011 Staples Mill Road, Richmond VA 23228Benefits:Medical InsuranceDental InsuranceVision InsuranceVoluntary LifePet InsuranceHSA/FSA/DCAAccident InsuranceCritical Illness Insurance401K with generous employer contributionCompany Paid Benefits Include:Group Life InsuranceShort-term DisabilityLong-term DisabilityParental LeaveHSA Employer Contribution and MatchingEmployer Paid HRA10 Paid HolidaysBirthday Off with PayPaid Community Service TimePTOPlease note communications about application status will be sent via email.